Provenance Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Provenance Wealth Advisors, LLC
- $695 Billion
- Q1 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 5,211 shares of SPYV stock, worth $285,771. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,211
Previous 5,211
-0.0%
Holding current value
$285,771
Previous $266 Million
0.14%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,156Shares Held
444MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.51MShares$467 Million6.19% of portfolio